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Getting Started

Creating your first loan file

Logging into IncomeXpert From your browser go to https://income.getblueprint.io/Account/Login.aspx  Enter your user name and password.  After a successful login you...

IncomeXpert Overview Video

Do you want a full overview of IncomeXpert?  This is a 10 minute demonstration of IncomeXpert. In this video we will...

Why is the 2nd year of IncomeXpert grey?

The 2nd year is greyed out to indicate no data has been entered.  IncomeXpert uses two shades of grey for...

Why is my borrower income zero?

Underwriters analyze borrower income to determine how much qualifying income can be used. Qualifying income must be stable and be...

Why are IncomeXpert cells greyed out?

When you select different lending agencies IncomeXpert will review the guidelines and adjust what fields are allowed.  Sometimes an agency...

Why can’t I see the same loan as my co-worker?

IncomeXpert has the concept of roles and enforces these via a Role Manager feature.  These roles control what permissions users...

Saving Income

On each income the Save / Calculate button is located inside the Income Analysis section.  See image below for one...